The next gen investment solution for your SMSF and HNW clients

Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.

Overview

Powerful reporting and an extensive range of investments

Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.

Portfolio management tools

You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.

Extensive range of investment options

Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, including ETFs and listed investment companies, and international securities.

Business efficiency

Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.

Enhanced SMSF reporting

Wealth Accelerator provides consolidated reporting for SMSF trustees to help them meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many SMSF and accounting software packages.

Cost-effective

Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.

Online functionality for your clients

Give your clients browse only access to their holdings, performance charts, reports and statements. Provide anywhere, everywhere access to portfolio and reports via our mobile-optimised webApp.

Features

One platform, multiple options

Every client has different investment needs. Wealth Accelerator offers two options which will have you and your clients covered.

Cash

Wealth Accelerator Core
Wealth Accelerator Plus

Term deposits

Wealth Accelerator Core
Wealth Accelerator Plus

Netwealth Global Specialist Funds

Wealth Accelerator Core
Wealth Accelerator Plus

300+ managed funds

Wealth Accelerator Core
Wealth Accelerator Plus

ASX securities

Wealth Accelerator Core
Wealth Accelerator Plus

International securities

Wealth Accelerator Core
Wealth Accelerator Plus

Managed account models

Wealth Accelerator Core
Wealth Accelerator Plus

Margin lending

Wealth Accelerator Core
Wealth Accelerator Plus

Investment options in detail

 

Wealth creation and protection

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Retail insurance cover

Wealth Accelerator Core
Wealth Accelerator Plus

Tax FIFO, LIFO and parcel selection

Wealth Accelerator Core
Wealth Accelerator Plus

Learn about our insurance solutions

 

Customer engagement

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Read only/Transact online access

Wealth Accelerator Core
Wealth Accelerator Plus

PC/Tablet/Mobile access

Wealth Accelerator Core
Wealth Accelerator Plus

Comprehensive reporting

Wealth Accelerator Core
Wealth Accelerator Plus

See all platform features

 

Resources

More information

Want more information on Wealth Accelerator? Our resources section has everything covered.

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.

Contact a BDM

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer, email us, give us a call or even drop in.

Get in touch

Insights

 

Managed accounts guide
Explore the different managed account options available to advisers, discover client benefits, and get insights into implementation considerations. 

Read the guide

Adviser webinar
Improve your business with Design Thinking - a technique that any organisation can use to test business ideas and understand customers better. 

Watch presentation

Technical guide - Key changes to the super system
Get a concise overview of the recent (and proposed) super changes, looking beyond the concessional and non-concessional contributions changes

Read the guide

Business strategy
Find out how to implement workplace health and wellbeing programs in your advice practice and the added benefits to business productivity.

Read more